True Wealth Design’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.51K	Buy	8 +3	+60%	+$942	﹤0.01%	1085
2025 Q1	$1.5K	Buy	+5	New	+$1.5K	﹤0.01%	1112